Blue Trust Inc’s Wise Group WSE Stock Holding History

Blue Trust Inc’s Portfolio WSE Stock Details WSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-159	Closed	-$1.89K	–	2834
2026 Q2	$1.89K	Buy	+159	New	+$1.9K	﹤0.01%	2194

Other funds holding WSE

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

DPC

Dream Peak Capital Hong Kong $1.2B AUM 5.87% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return

Alfreton Capital Radlett, Hertfordshire, United Kingdom $377M AUM 5.14% 1-Year Est. Return

Blue Trust Inc's WSE Position: Q3 2026 in Review

Blue Trust Inc sold out of Wise Group (WSE) in Q3 2026, closing a stake of 159 shares — an estimated $1.89K sold.

Blue Trust Inc first reported a position in WSE in Q2 2026 and held it in 1 quarter. The position peaked at $1.89K in Q2 2026. 189 funds tracked by Wall St. Rank hold WSE as of Q3 2026.

Blue Trust Inc reported no remaining Wise Group position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 159 Wise Group shares in Q3 2026, an estimated $1.89K.
Blue Trust Inc first reported a position in Wise Group in Q2 2026 and held it in 1 quarter.
Blue Trust Inc's Wise Group position peaked at $1.89K in Q2 2026.
189 funds tracked by Wall St. Rank held Wise Group as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.